WTC

WhitTier Trust Company Portfolio holdings

AUM $4.69B
1-Year Est. Return 23.03%
This Quarter Est. Return
1 Year Est. Return
+23.03%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$3.87B
AUM Growth
+$275M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
1,370
New
Increased
Reduced
Closed

Top Buys

1
+$7.07M
2
+$7.04M
3
+$6.96M
4
KKR icon
KKR & Co
KKR
+$6.26M
5
AVGO icon
Broadcom
AVGO
+$5.57M

Top Sells

1
+$7.86M
2
+$4.61M
3
+$4.49M
4
BLK icon
Blackrock
BLK
+$4.31M
5
TBBK icon
The Bancorp
TBBK
+$4.03M

Sector Composition

1 Technology 25.33%
2 Financials 10.24%
3 Healthcare 8.13%
4 Consumer Discretionary 7.17%
5 Industrials 7.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
826
$34.5K ﹤0.01%
1,044
827
$34.3K ﹤0.01%
1,306
828
$34.2K ﹤0.01%
395
+16
829
$34.2K ﹤0.01%
1,317
830
$34.1K ﹤0.01%
512
-256
831
$34K ﹤0.01%
69
832
$33.9K ﹤0.01%
724
833
$33.7K ﹤0.01%
232
834
$33.4K ﹤0.01%
+564
835
$33.2K ﹤0.01%
125
836
$33K ﹤0.01%
219
-5
837
$33K ﹤0.01%
1,233
838
$33K ﹤0.01%
5,164
839
$32.9K ﹤0.01%
2,500
840
$32.7K ﹤0.01%
844
841
$32.6K ﹤0.01%
800
842
$32.5K ﹤0.01%
980
843
$32.4K ﹤0.01%
1,800
844
$32.1K ﹤0.01%
567
845
$32.1K ﹤0.01%
991
+266
846
$31.9K ﹤0.01%
916
-134
847
$31.9K ﹤0.01%
166
848
$31.8K ﹤0.01%
129
849
$31.7K ﹤0.01%
1,054
-51
850
$31.2K ﹤0.01%
186
+20
32 33
34
35 36